WeDid: Related List Automation

Challenges

Customer’s business is providing training classes. Enrollment is made on a monthly basis depending on the course offered during the month. These enrollments are tracked in a Salesforce Opportunity and the attendees are tracked as contact roles on the Opportunity.

In the manual process, when the course has reached a defined stage, the Opportunity stage is updated to a custom stage called ‘Process Enrollment’ and the course trainer checks to make sure at least one contact role exists for the Opportunity.

A manual process is then followed to generate the:

invoice for the course

certification (sent at the end of the course)

In addition to handling the above if a course is cancelled, the following occurs manually:

deletion of the invoice

deletion of the certification

The current business model requires effort from both course trainer and the organiser, automation was required to reduce time and errors in the manual process.

Solution:

Automate the verification process to ensure there is at least one contact role at stage = ‘Process Enrollment’